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CRD 156228
FRANKLIN, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JONATHAN SHAWN MAXSON | n/a | FRANKLIN, TN | 10 | 24 | 3 | no |
| CAMERON WAYNE BENSON | n/a | FRANKLIN, TN | 10 | 26 | 1 | no |
| TYRON BLAKE DRAPER | Certified Financial Planner | FRANKLIN, TN | 10 | 13 | 2 | no |
| WILLIAM S ROGERS | n/a | FRANKLIN, TN | 10 | 20 | 4 | no |
| DAVID LEE BUSELMEIER | Certified Financial Planner | FRANKLIN, TN | 9 | 11 | 1 | no |
| JOHN CHRISTOPHER KEYS | n/a | FRANKLIN, TN | 9 | 26 | n/a | no |
| Justin Bryant Radford | Certified Financial Planner | FRANKLIN, TN | 5 | 11 | 1 | no |
| Richard Thomas Ferguson | n/a | FRANKLIN, TN | 4 | 11 | 3 | no |
| Brandon James Doering | n/a | FRANKLIN, TN | 4 | 12 | n/a | no |
| Isaac Jackson Knittle | n/a | FRANKLIN, TN | 3 | 12 | 1 | no |
| Connor Roggie | Certified Financial Planner | FRANKLIN, TN | 3 | 23 | 1 | no |
| Javier Marroquin Forcade | n/a | FRANKLIN, TN | 2 | 11 | n/a | no |
| Andrew Michael Brenhaug | n/a | FRANKLIN, TN | 2 | 11 | 2 | no |
| FRANKIE VICTOR MERRITT | n/a | FRANKLIN, TN | 1 | 17 | 1 | no |
| DANIEL P J BENSON | Certified Financial Planner | FRANKLIN, TN | 1 | 19 | 1 | no |
| Austin Reiser | Certified Financial Planner | FRANKLIN, TN | 1 | 10 | n/a | no |
| Nicholas Craig Shoulta | n/a | FRANKLIN, TN | 0 | 10 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENSON, CAMERON, WAYNE | CO-OWNER & SR PARTNER | C | yes | 01/2005 | Mar 12, 2026 | Mar 12, 2026 |
| BENSON, DANIEL, P J | President | A | yes | 06/2016 | Mar 12, 2026 | Mar 12, 2026 |
| MAXSON, JONATHAN, SHAWN | CHIEF EXECUTIVE OFFICER | C | yes | 01/2019 | Mar 12, 2026 | Mar 12, 2026 |
| WADE, YANCEY, O'BRIEN | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2026 | Mar 12, 2026 | Mar 12, 2026 |
| Christy, Benjamin, T | CHIEF OPERATIONS OFFICER | Na | no | 03/2018 | Mar 12, 2026 | Mar 12, 2026 |
| PALMER, JAIMIE, MICHELLE | CHIEF COMPLIANCE OFFICER | Na | no | 08/2021 | Sep 14, 2021 | Apr 30, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hendersonville | Tn | United States | 1 | no |
| MT. JULIET | Tn | United States | 1 | no |
| Murfreesboro | Tn | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $1.3B | $1.3B | 39 | 17 | 3 | n/a | n/a |
| 2024 | Mar 25, 2025 | $1.1B | $1.1B | 35 | 18 | 3 | n/a | n/a |
| 2023 | Apr 30, 2024 | $859M | $803M | 31 | 17 | 3 | n/a | n/a |
| 2022 | Mar 9, 2023 | $673M | $620M | 30 | 16 | 3 | n/a | n/a |
| 2021 | Mar 31, 2022 | $712M | $664M | 30 | 16 | 3 | n/a | n/a |
| 2020 | Mar 29, 2021 | $601M | $554M | 27 | 14 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $435M | $432M | 27 | 9 | 0 | n/a | n/a |
| 2018 | Mar 22, 2019 | $297M | $297M | 11 | 8 | 1 | n/a | n/a |
| 2017 | Mar 19, 2018 | $217M | $217M | 11 | 8 | 1 | n/a | n/a |
| 2016 | Mar 14, 2017 | $153M | $153M | 11 | 9 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $108M | $108M | 6 | 4 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.1B | 18.6% | $673M | 23.6% | 39 | 35 | 3 | 3 |